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Schwab US TIPS ETF
SCHP

Overview Fund Activity

643 hedge funds and large institutions have $7.6B invested in Schwab US TIPS ETF in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 227 increasing their positions, 256 reducing their positions, and 67 closing their positions.

Holders
643
Holders Change
-18
Holders Change %
-2.72%
% of All Funds
9.32%
Holding in Top 10
51
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.08%
% of All Funds
0.74%
New
58
Increased
227
Reduced
256
Closed
67
Calls
$6.17M
Puts
$250K
Net Calls
+$5.92M
Net Calls Change
-$289K

Top Buyers

1
Empower Advisory Group
1
Empower Advisory Group
Colorado
$831M
2
EW
2
Evoke Wealth
California
$138M
3
NL
3
NEPC LLC
Massachusetts
$135M
4
JRP
4
Jasper Ridge Partners
California
$174M
5
AHSSHC
5
Adventist Health System Sunbelt Healthcare Corp
Florida
$31.2M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$165M
2
Franklin Resources
2
Franklin Resources
California
$11M
3
QCM
3
Quadratic Capital Management
Connecticut
$640M
4
Goldman Sachs
4
Goldman Sachs
New York
$215M
5
Morgan Stanley
5
Morgan Stanley
New York
$73.5M
Name Market Value Shares Shares
Change 		Shares
Change %
WFS
76
Walker Financial Services
Kentucky
$12M 459,320 +37,078 +9%
PG
77
Proffitt & Goodson
Tennessee
$11.9M 457,438 +2,652 +0.6%
ERIM
78
Eagle Ridge Investment Management
Connecticut
$11.9M 454,856 +10,288 +2%
WMR
79
Wealth Management Resources
Rhode Island
$11.8M 453,096 +8,900 +2%
PCWA
80
Pacific Capital Wealth Advisors
California
$11.5M 440,952 -16,540 -4%
Franklin Resources
81
Franklin Resources
California
$11M 421,254 -8,212,510 -95%
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$10.7M 410,216 +8,588 +2%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$10.5M 401,192 -9,854 -2%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$10.5M 401,104 -54,708 -12%
Truist Financial
85
Truist Financial
North Carolina
$10.3M 393,382 +25,486 +7%
ML
86
McAdam LLC
Pennsylvania
$9.63M 369,344 +17,810 +5%
MWM
87
Modera Wealth Management
New Jersey
$9.63M 369,106 +19,536 +6%
WANY
88
Wealthspire Advisors (New York)
New York
$9.49M 363,908 -39,336 -10%
HighTower Advisors
89
HighTower Advisors
Illinois
$9.36M 358,918 -113,316 -24%
AFS
90
Annapolis Financial Services
Maryland
$9.23M 353,820 -57,692 -14%
WFI
91
West Family Investments
California
$9.19M 338,730 – –
WCM
92
Wealthcare Capital Management
Virginia
$9.04M 346,666 +6,964 +2%
AFFA
93
ALM First Financial Advisors
Texas
$8.87M 340,000 – –
AFG
94
Altiora Financial Group
Ohio
$8.71M 334,130 -170 -0.1%
SIAG
95
Signet Investment Advisory Group
Rhode Island
$8.69M 333,256 +3,030 +0.9%
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$8.52M 326,872 +13,996 +4%
STA
97
Summit Trail Advisors
New York
$8.38M 321,440 -26,356 -8%
Osaic Holdings
98
Osaic Holdings
Arizona
$8.38M 321,100 -335,698 -51%
TFA
99
Transamerica Financial Advisors
Florida
$8.31M 318,468 +318,436 +995,113%
ACG
100
Allen Capital Group
Nebraska
$8.24M 315,924 +27,258 +9%
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4
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